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@maneco1964
It looks like inflation to me. Money supply growing to all-time highs.
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@APomplianoposted on X
Deflation is smacking the US economy as predicted. Tariffs are deflationary. AI is deflationary. Deportations are deflationary. Pretty much everything you were told about the economy over the last few months is wrong. GDP will accelerate & asset prices will go higher.
View original tweet on X →
Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
73% Engaged
18% Positive
55% Negative
Positive
18%
Negative
55%
Neutral
27%
Key Takeaways
What the community is saying — both sides
Supporting
1
Bullish, enthusiastic reaction — replies cheer the deflation thesis, celebrating the idea that falling costs can coexist with growth and calling for an asset rally (stocks, Bitcoin, VTSAX)
Bullish, enthusiastic reaction — replies cheer the deflation thesis, celebrating the idea that falling costs can coexist with growth and calling for an asset rally (stocks, Bitcoin, VTSAX).
2
Shelter costs singled out as a key driver of CPI moves; several note rent declines as an underappreciated deflationary force
Shelter costs singled out as a key driver of CPI moves; several note rent declines as an underappreciated deflationary force.
3
Many point to AI, tariffs, and productivity as structural drivers rewriting the playbook, arguing this mix could boost GDP while lowering prices
Many point to AI, tariffs, and productivity as structural drivers rewriting the playbook, arguing this mix could boost GDP while lowering prices.
4
Strong calls to action
multiple replies urge readers to “own assets”, position for growth, and expect an accelerating market (some even predict SPX blowouts).
5
Widespread distrust of mainstream commentary and agencies — critics accuse TV economists and the BLS of missing the data or pushing propaganda
Widespread distrust of mainstream commentary and agencies — critics accuse TV economists and the BLS of missing the data or pushing propaganda.
6
A minority push back
some say this is disinflation rather than full deflation, and a few warn that recessionary layoffs could produce bad outcomes despite the bullish take.
7
Thread tone is celebratory and contrarian — users applaud the contrarian narrative, credit policy moves in places, and pepper replies with hype, emojis, and confidence
Thread tone is celebratory and contrarian — users applaud the contrarian narrative, credit policy moves in places, and pepper replies with hype, emojis, and confidence.
Opposing
1
“Disinflation, not deflation”
A large share of replies insist the correct term is disinflation—prices are rising more slowly, not falling—and repeatedly correct the original phrasing.
2
Tariffs and deportations = inflationary
Many argue tariffs function as import taxes and deportations tighten labor supply, both pushing consumer prices and wages up rather than driving prices down.
3
Main Street feels higher costs
Respondents point to groceries, housing, healthcare, shrinkflation and everyday bills as lived evidence that prices aren’t falling for ordinary households.
4
Data and motive skepticism
There are frequent accusations of “cooking the books,” partisan spin, and calls for more rigorous, contextual analysis rather than headline claims.
5
Macro contradictions highlighted
Several replies note that genuine deflation typically coincides with falling GDP and asset prices, so claims of deflation alongside rising GDP/assets are labeled inconsistent.
6
AI acknowledged but limited
A minority concedes AI can be deflationary via efficiency gains, yet argues it won’t overcome tariff- and labor-driven inflation without supportive monetary conditions.
7
Sharp tone and personal attacks
Much of the thread is hostile and mocking, with many replies attacking the author’s credibility and urging deeper economic literacy rather than debating nuances.
Top Reactions
Most popular replies, ranked by engagement
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@BigBag1987
Deflation is worse than inflation, which is why the Fed targets ~2%, not 0 or negative. What you’re describing is disinflation, not deflation. Prices are still rising, just more slowly.
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@IncomeSharks
Wrong choice of words.
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@aeontrux
spx6900 will accelerate & stock market will get flipped.
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@OvertonShadow
Layoffs too
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@jay__gouveia
Lmfaooooo right! I hope you bought kneepads
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